Flat / fixed fees in Folsom, CA

4 advisers in Folsom offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

All 4

Allworth Financial, L.P.340 Palladio Pkwy., Suite 501 · Folsom, CA 95630 · (916) 482-2196 · Financial planningCRD 111167 · % of assets, Fixed fees, Performance-based fees · $33.6 billion AUMSEC registeredNo commissions reported Gasber Financial Advisors, INC81 Blue Ravine Road, Suite 250 · Folsom, CA 95630 · (916) 985-2594 · Financial planningCRD 157329 · % of assets, Hourly charges, Fixed fees · $177.7 million AUMSEC registeredNo commissions reported Prudent Investor Advisors, LLC101 Parkshore Drive, Suite 100 · Folsom, CA 95630 · (866) 446-1848 · Financial planningCRD 121922 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reported Tor Wealth Advisors, LLC664 Oreno CT. · Folsom, CA 95630 · (916) 257-5651 · Financial planningCRD 319761 · % of assets, Hourly charges, Fixed fees · $81.0 million AUMState registeredNo commissions reported